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SSSIX vs VSMAX
SSSIX vs VSMAX Comparison
Open Charts SSSIX vs VSMAX
SouthernSun Small Cap, I
Price$24.28
Change+$0.19 (+0.79%)
VolumeN/A
Net Assets246.26M
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
SSSIX vs VSMAX Comparison Chart
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SSSIX vs. VSMAX commentary
Jun 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SSSIX is a StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SSSIX (246M). VSMAX pays higher dividends than SSSIX: VSMAX (1.48) vs SSSIX (0.00). SSSIX was incepted earlier than VSMAX: SSSIX (16 years) vs VSMAX (25 years). SSSIX (1.06) is less costly to investors than VSMAX (0.05). SSSIX is a more actively managed with annual turnover of: 17.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than SSSIX: VSMAX (3000) vs SSSIX (100000). VSMAX annual gain was more profitable for investors over the last year : 5.16 vs. SSSIX (-16.35). VSMAX return over 5 years is better than : 52.39 vs. SSSIX (11.47).
| SSSIX | VSMAX | SSSIX / VSMAX | |
| Total Expense Ratio | 1.06 | 0.05 | 2,120% |
| Annual Report Gross Expense Ratio | 1.06 | 0.05 | 2,120% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | -4.895 | -4.060 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | -16.35 | 5.16 | -317% |
| Returns for 3 years | -21.12 | 16.71 | -126% |
| Returns for 5 years | 11.47 | 52.39 | 22% |
| Returns for 10 years | -9.98 | 96.62 | -10% |
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